Archive for February, 2009

Marc Andreessen was interviewed by Charlie Rose. Definitely worth watching. Here is my notes:
-He is on the board of Facebook. It has 175 million active users going to 500 million. The goal is to connect everyone on the planet. He believes there is an addressable market of 3 billion people [...]

Saturday, February 21st, 2009 at 13:25 | 0 comments
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These are my notes from a book signing event Alice Schroeder gave on her Buffett biography called “Snowball.”
-Buffett as “very hurt” during the tech bubble on any criticism that he “lost his touch”
-She got on Buffett’s 200 people Christmas card list
-He has a silly child-like side. He is like a little kid that wants [...]

Thursday, February 19th, 2009 at 01:29 | 1 comment
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Avoiding 99% of frauds like Madoff and Bayou is pretty easy if you do some basic due diligence. Madoff used itself as the administrator and custodian for its own assets. Every reputable investment fund uses 3rd-party administrators and custodians. For obvious reasons, it’s a lot harder to fake numbers if a 3rd-party [...]

Monday, February 2nd, 2009 at 14:25 | 1 comment
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